Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Market Navigators/Market Outlook | May 9, 2019 Premium

US Furniture Market 2019

This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies.

Insight Report | May 9, 2019 Premium

Insights from China: The Second Belt and Road Forum

At the second Belt and Road Forum, China’s president Xi sought to emphasize the country’s desire to open to the outside world, and listed outcomes of the Belt and Road Initiative.

Company Earnings Update | May 9, 2019

Register for Free Access

Ahold Delhaize (ENXTAM: AD) 1Q19 Results: EPS in Line with Consensus, Lowers FY19 EPS Guidance

Ahold Delhaize reported 1Q19 net sales of €15.88 billion, up 1.5% year over year at constant exchange rates (up 6.3% as reported), and slightly below the consensus estimate of €15.96 billion recorded by StreetAccount.

Market Navigators/Market Outlook | May 8, 2019 Premium

Enterprise Wearables: A Dynamic Market

In this report, we review the market for enterprise wearables: Devices used in business environments for work. We estimate global shipments for enterprise wearables were approximately 10.4 million units in 2018, and expect this total to reach more than 23 million units by 2022.

Insight Report | May 8, 2019 Premium

US and China Quarterly Economic Update: Data Shows Resilience in US and China Economies

US GDP increased by an annual seasonally adjusted rate of 3.2% in the first quarter of 2019, versus 2.2% in the fourth quarter of 2018. GDP in China increased 6.4% year over year in the first quarter of 2019, the same as the previous quarter.

Company Earnings Update | May 8, 2019

Register for Free Access

NCR (NYSE: NCR) 1Q19 Results: Revenues and EPS in Line, Investing in Digital Growth Programs Plus Recurring Revenue

NCR reported 1Q19 revenues and EPS in line with consensus estimates and reiterated its guidance due to its confidence in the second half of the year.

Company Earnings Update | May 8, 2019

Register for Free Access

Johnson Controls (NYSE: JCI) 2Q19 Results: Mixed/In-Line Quarter, Raises 2019 EPS Guidance

Johnson Controls reported fiscal 2Q19 results that matched consensus revenue and beat EPS estimates. The company raised annual EPS guidance from increased confidence in the second half.

Insight Report | May 7, 2019 Premium

Retail-Tech Landscape: Blockchain

This retail-tech landscape lists notable blockchain startups focusing on retail applications including supply chain, traceability, Internet of Things (IoT) integration and payments.

Flash Report | May 7, 2019

Register for Free Access

President Trump Threatens Additional Tariffs on Chinese Imports Ahead of Crucial Trade Talks

The latest development of increasing tariffs for Chinese goods adds uncertainty to US-China trade negotiations, although it appears to be a negotiating tactic: Turning up the heat on China immediately before crucial talks.

Company Earnings Update | May 7, 2019

Register for Free Access

Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin Expansion

Double Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion

Insight Report | May 7, 2019 Premium

New Retail Briefing #9: Taobao Opens Taostyle for Online Clothing Brands; JD.com Seeks Fresh Food Partnerships in Southeast Asia

Taobao launched a multi-label physical store to bring the independent clothing brands selling on its platform offline.

Company Earnings Update | May 7, 2019

Register for Free Access

Diebold Nixdorf (NYSE: DBD) 1Q19 Results: Misses Consensus, But Profitability Improves Amid Transformation

Diebold Nixdorf missed 1Q19 consensus estimates, yet its profitability improved as its transformation cointinues.

Company Earnings Update | May 7, 2019

Register for Free Access

Brookfield Property Partners (NASDAQ: BPY) 1Q19 Results: Beats Consensus by a Penny, Completes Share and Unit Repurchases

Brookfield Property Partners reported FFO (funds form operations) that beat consensus estimates by a penny. During the quarter, the company completed one announced plus one another share and unit repurchase.

Question of the Week | May 6, 2019 Free Report

Where Do US Consumers Buy Groceries In-Store?

Question of the Week May 6 2019 – Where Do US Consumers Buy Groceries In-Store?

Company Earnings Update | May 6, 2019

Register for Free Access

Wayfair (NYSE: W) 1Q19 Results: Revenues Beat Consensus Estimates, Losses Deepen

Wayfair reported 1Q19 adjusted EPS of $(1.62), marginally behind the $(1.61) consensus estimate. Revenues were $1.94 billion, up 39% and marginally ahead of the $1.92 billion consensus estimate.